The premier investment forum on Jersey where top wealth minds debate, discover and connect.
Taking place on Thursday 1st October at the Radisson Blu Waterfront Hotel, the Wealth Forum Channel Islands will bring together investment experts from 6 leading asset managers with fund selectors, wealth managers and researchers for a morning of insightful presentations exploring market environments and fund specifics.
The event will also include a networking breakfast and lunch and qualify for structured CPD hours.
Agenda
1st October
8:30-9:10
Arrival and breakfast
9:10-12:45
Presentations
12:45- 13:30
Lunch and Departure
Content & Speakers
Guests will hear from 6 fund manager speakers from a range of leading asset managers. All are experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event. More details will follow shortly.
Signals, not stories: Deep value, diversification and data
Against a backdrop of geopolitical crises and worryingly concentrated global equity markets, active value investing can provide investors with genuine diversification. We will make the case for ‘margin of safety’ as a superpower for dealing with uncertainty, discuss the variety of opportunities we see as global value investors today, and set out how insights from our team’s proprietary data archive are helping us make the most of what’s on offer.
Charlotte Smith
Schroders
European Equities
David Czupryna
Natixis Investment Managers
David Czupryna, CFA, is a senior investment professional with over eighteen years of experience across European equities, derivatives, and institutional client solutions. He is a Senior Investment Specialist at Natixis Investment Managers, focused on equity strategies. Most of his career has been in business development and institutional distribution, where he has helped raise more than €950M and built client relationships across the DACH region, the Nordics, and Southern Europe. He also spent four years as a portfolio manager, running roughly €650M in global equities with full performance responsibility. He is at his best translating complex investment ideas into clear, credible decisions for clients, and he builds those relationships patiently, on direction of travel and trust rather than noise.
Redwheel Global Intrinsic Value
Ian Lance
Redwheel
Ian joined Redwheel in August 2010 as a Partner and Fund Manager in the Value & Income team with fellow colleague Nick Purves from Schroders. He was attracted to Redwheel for its small boutique set up which gives him and his team the autonomy, allowing them to focus on investing free from the distractions associated with larger asset managers. He strives for a pre-eminent Value team by delivering the best possible outcome for their investors.
Fixed Income Investing
Macro and best ideas across the fixed income universe with a leaning into the theme of Income generation
Join PIMCO for an in-depth exploration of GIS Income—a strategy crafted to seize attractive opportunities throughout the global fixed income landscape. This session will delve into the fundamental components of the approach, spotlight what sets it apart from others, and explain why the current environment of elevated yields offers a particularly promising moment to invest.
Gordon Harding
PIMCO
Mr. Harding is a vice president and fixed income strategist in the London office, focusing on multi-sector fixed income strategies. Prior to joining PIMCO in 2019, he was a fixed income specialist at UBS Asset Management, covering global rates, global credit, and unconstrained strategies. Prior to that, he spent more than 12 years on M&G Investments' fixed income team, most recently as an investment director, communicating the team's fixed income strategies to a wide range of clients and prospects. He has 19 years of investment experience and holds an undergraduate degree in economics and public policy from Leeds Beckett University in the U.K.
Global Systematic Active Equity
Time-tested systematic approach to global ex U.S. value investing The fund invests in a diversified portfolio of global ex U.S. stocks using the RAE strategy, an innovative value approach designed to outperform the MSCI All Country World ex US Value Index.
Jim Masturzo
Syzygy Asset Management
Jim Masturzo is Partner, Chief Investment Officer, and board member at Syzygy Asset Management .
Finding Opportunity in UK Equities: Diversification, Active Management and ETF Access
UK Equity Core Active UCITS ETF (JUKE)
UK equities offer a compelling combination of attractive valuations, differentiated sector exposure and a growing opportunity set for active investors. In this session, we explore the case for UK equities in diversified portfolios, why active stock selection can add value in today's market environment, and how investors can access these opportunities through an active ETF structure.
Callum Abbot
J.P.Morgan Asset Management
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
Radisson Blu Waterfront Hotel, JE2 3WF
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Frequently asked questions
FAQ
Is there a cost to attend the event?
There is no cost for delegate attendees.
Contact us
To register as a delegate or information on attending the event, please contact Phillippa Coats. For information on future sponsorship, other events or the website please contact Sam on the details below.
